MINAC GROUPLead Capture & Follow-Up
Give every new inquiry a clear next step.
A signed project becomes a prepared kickoff
An agency marks an agreed project ready for onboarding. The workflow creates a project checklist, requests the required client information and offers an approved booking link. The account manager sees missing items before kickoff. If the meeting moves, the checklist and reminders follow the revised event rather than creating another project. This illustrates a possible workflow; the exact trigger depends on your tools.
What we implement.
- Intake forms and calendar or booking connections
- Confirmation and reminder setup
- Document requests, task assignment and handoff tracking
The agreed pilot includes representative tests, a review of exceptions and an operating handover. We define the workflow owner and acceptance criteria before implementation. Training and ongoing support are included only as specified in your scope.
What to bring to the assessment.
Bring your current checklist, booking rules, intake form and ownership of each handoff. Decide whether a signed agreement, deposit confirmation or manual approval starts onboarding. We define required versus optional information and identify where calendar and project status should be authoritative.
Make exceptions visible.
Onboarding is not complete merely because a welcome email was sent. We test rescheduling, cancellation, duplicate intake and incomplete information. Time zones and availability need explicit rules. Passwords and account credentials should use your approved secure access process rather than being requested in ordinary intake forms.
Questions before you start.
Can we keep our current booking software?
Often the most useful starting point is configuring the tool you already use. We check its reminder, intake and integration features before proposing an additional system.
Can onboarding differ by service package?
Yes, when the packages and routing rules are clear. Start with one repeatable package, validate its checklist and handoffs, then scope additional variants.
What should an agency measure?
Track time spent preparing kickoff, incomplete intake items, missed appointments and time until the client is ready to start. Compare similar project types so a change in project complexity does not distort the result.